- [Narrator] There are two new features related
to the Doc Attach feature.
The Doc Attach feature is itself newer from really old
versions of Dynamics GP that merely had an OLE attachment.
Instead of storing the documents in the SQL server database
the documents were stored out on the network
as an OLE attachment.
Well, now with Doc Attach, you can store documents
that are attached to Master Records such as Vendor Cards
and those documents will be stored out in SQL server
where they get backed up.
However, there is a concern about how much space
they take up in your company database, so you want to
check with your database administrator to make sure
that you want to go that route to use this feature.
But it is a very effective feature, so let's
take a look at it and let's take a look at some of
the new capabilities that became available in GP 2016
and are also available in GP 2018.
We're going to look at a Vendor that has no attachments
so you can see here, nothing is attached.
The Attach button looks like that.
If I click on it, and then I click the Attach button,
I can browse out to Files.
I click Open and it has attached
that text document to this vendor.
I click Attach again, Open, Attach and
Open on the third file here.
I've now attached three text documents to this vendor.
I can click in one of the documents and click
the Preview button, and there I can see my document.
It will launch it in Notepad or Excel or whatever kind of
document it is, could be a PDF file for instance.
One of the new features that's available now relates
to allowing document flow, so if you're going to allow
the document to flow, you can affect whether this
is emailed or not on an individual document basis,
whereas before you were not able to do that,
you could only set that as a global setting.
Now where is that set up?
It's under Microsoft Dynamics GP, Tools, Set Up,
Company, Document Attachment Setup.
So if we allow the attachments to flow on the
Vendor Maintenance window, it will make that available.
I can say Send Attachments in Email, click OK,
if I go back to that vendor and take a look at
the documents that are attached, I can now see
that I have on an individual basis the ability
to send attachments in an email.
That is new in GP 2016 and available in GP 2018.